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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Every EZLynx product seamlessly connects with our comparative rater and agency management system, creating a unified platform for users. You have the option to bundle products for enhanced efficiency or to acquire them individually based on your agency's specific requirements. EZLynx offers cutting-edge insurance software designed to optimize your agency's operations. Whether you choose to bundle products for a productivity boost or select them separately, each one integrates with our comprehensive platform to effectively manage customer interactions throughout their entire life cycle. From instant home and auto quotes available on your insurance agency's website to integrated email marketing solutions, EZLynx has everything you need. The cloud-based infrastructure empowers agents to enhance both client acquisition and service through every stage of the client relationship. You can conveniently access all your customers' quotes, policies, and documents in one centralized location. By utilizing EZLynx, agencies can experience a significant transformation in their operational efficiency and customer satisfaction.

Description

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Aline Yes 
Applied Rater No 
Axis LMS Yes 
Canopy Connect Yes 
Dial Your Leads Yes 
Formstack No 
Microsoft Outlook No 
Microsoft Word No 
Nekton.ai Yes 
PL Rating No 
RMail No 
RenewalCompass Yes 
SPLICE Dialog Suite Yes 
Simplii Yes 
Sonant Yes 
vBots Yes 

Integrations

Aline No 
Applied Rater Yes 
Axis LMS No 
Canopy Connect No 
Dial Your Leads No 
Formstack Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Nekton.ai No 
PL Rating Yes 
RMail Yes 
RenewalCompass No 
SPLICE Dialog Suite No 
Simplii No 
Sonant No 
vBots No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Contact us for pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EZLynx

Founded

2003

Country

United States

Website

www.ezlynx.com

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management No 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
Commercial Lines Yes 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating Yes 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

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